Create & Manage Tasks with the Planner App Course

What will I learn?

This session teaches you how to create and assign tasks to colleagues using the Planner App inside and outside MS Teams.

You’ll learn how to create, edit, organise and assign tasks within a team channel; add, view and manage personal tasks in Teams; navigate the Planner online environment; export a plan to Excel and add a plan to your Outlook calendar.

To attend you should have already attended our Collaboration in Teams and Channels session or have equivalent working knowledge of MS Teams.

Book Create & Manage Tasks with the Planner App Training

For companies who need to train groups of staff either remotely or in-person.

90 minutes course
Up to 10 delegates
Flexible in-house training dates

Face-to-face training
In-house or a venue of choice
Virtual training option

Enquire & Book

MEET THE TRAINER

Laura Cutmore

Laura is dedicated to up-skilling individuals and teams and passionate about helping delegates build confidence and save time with the tools they need to get their jobs done. She has a strong background in all aspects of the training lifecycle and brings over 20 years’ experience of design and delivery in the training industry. Laura specialises in the Microsoft 365 suite and enjoys the challenge of keeping up to date with Microsoft 365 applications.

Full Create & Manage Tasks with the Planner App Course Content

Introducing Microsoft Planner

What is Microsoft Planner?
Planner vs. Tasks by Planner and To Do
Access Planner Online
Add a Plan in Teams
Navigate the Planner screen

Tasks by Planner and To Do in Teams

Add a Plan to a Team Channel
Create Tasks
Assign Due Dates
Assign People
Add a Checklist to a Task
Assign Priority
Add Labels to Categorise Tasks
Add Attachments
Complete Tasks
Edit and Delete tasks
Create Task Buckets
Drag and Drop Tasks into Buckets
Work with different Plan Views

Tasks by Planner and To Do in Teams Cont.

Group and Filter Tasks
View the Conversation Pane
Remove a Planner Tab
Add the App to the Teams Sidebar

Working in Planner Online

Open an Existing Plan from Teams
Open an Existing Plan from Planner
The Planner Hub
Pin a Plan
Edit an Existing Plan
Work with My Tasks
View Group Conversation
Planner Settings
Add a Smart Background
Create a New Plan Online
Add New Members
Copy a Plan
Export a Plan to Excel
Add a Plan to your Outlook Calendar

Enquire & Book

Teams Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Teams Training - People Development

Completing our Teams training course will give you additional skills you need to help support your career development.

Flexible Teams Training Courses

Online or face-to-face in-house training
Individual delegates or group training
Flexible dates to fit schedules

BOOK YOUR TEAMS TRAINING

Why choose TrainingU?

Passionate

Established over a decade ago by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Experienced

All our trainers are qualified and experienced Teams trainers that will deliver the highest level of training to you and your team.

Collaborative

Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Your complete training solution

Before Training

Our Skills Assessment will ensure staff attend the correct level of training. Based on results, we will organise the training sessions required, who will take them and the level to best match the skills needed.

During Training

We provide first class training with highly experienced trainers. Courses include lots of exercises, practise and interactivity throughout, maximising learning whether delivered online or at your offices.

After Training

We will grant you organisation free access to our suite of online Teams resources. In addition, we provide free post training support to ensure your staff utilise their new skills effectively.